14 часов назад
Vice President, Client Onboarding
175 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President, Client Onboarding (Financial Services): Leading client onboarding for institutional and private wealth investors across fund products with an accent on team leadership, operational controls, and investor experience. Focus on resolving complex onboarding issues, coordinating cross-functional stakeholders, improving processes, and monitoring performance through operational metrics and dashboards.
Location: Boston, United States; hybrid work arrangement. The role provides 18 remote workdays per quarter, subject to manager approval, with regular office attendance.
Base salary: $175,000–$200,000 per year, plus a discretionary annual bonus and potential long-term rewards.
Company
is a global investment firm focused on delivering solutions to clients and investing partners across private markets.
What you will do
- Lead, coach, mentor, and evaluate the Client Onboarding team.
- Manage daily onboarding for institutional and private wealth investors across fund products.
- Ensure accurate, efficient, and timely execution in line with service standards, policies, procedures, and regulatory requirements.
- Monitor team capacity, workload, performance metrics, reporting, and operational dashboards.
- Resolve complex onboarding issues, exceptions, partner concerns, and operational challenges while supporting new product launches.
- Coordinate with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, Custom Solutions, third-party administrators, and external service providers.
Requirements
- 10+ years of experience in financial services, preferably private equity.
- Track record leading client onboarding, investor operations, or client service teams.
- Strong leadership, coaching, team development, relationship management, and collaboration skills.
- Strong operational, analytical, problem-solving, program management, process improvement, and risk management capabilities.
- Knowledge of private markets, alternative investments, or asset management.
- Bachelor’s degree or equivalent experience; proficiency with CRM platforms, workflow technologies, and Microsoft 365 applications.
Culture & Benefits
- Collaborative, open-door culture with an emphasis on inclusion, mutual respect, and innovative thinking.
- Hybrid work flexibility with 18 remote workdays per quarter.
- Comprehensive total rewards package potentially including retirement, health and insurance benefits, paid time off, and wellness programs.
- Eligibility for a discretionary annual bonus and potential long-term reward programs.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 часов назад
Associate, Primary Investments (Private Equity)
140 000 - 150 000$
4 дня назад
Director of Limited Partner Relations & Servicing
190 000 - 230 000$
2 дня назад
Assistant Vice President, Portfolio Management - Sponsor Finance
129 995 - 160 581$
6 часов назад
Manager, Americas Client Service Operations
120 000 - 225 000$
7 дней назад
VP, Head of Agency Middle Office (Finance)
164 000 - 209 000$
2 дня назад
Vice President, Specialty Deposit Portfolio Manager
140 000 - 176 894$